Hi SF Community,
I am looking to make a validation rule that does not allow our sales team to push an opportunity to 100% at any time. Currently, we have an approval process where opportunities have to be submitted from 75% to 90% and 90% to 100%. However, one way to get around this would be to just push the opportunity to 100%.
Does anyone have experience on how to create a validation rule where it won't allow someone to back door their way to 100%?
Best,
-Drew
3 respuestas
+1 Sunil,
You will need to include ISCHANGED() so it only applies during an edit of that field. That being said, you could also consider making the Probability Field Read Only on the Layout so that it's value is assigned based on the Probability of the Stage they are changing to and they would otherwise be unable to edit the field manually.
Doug
